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Our inaugural PGRT Breakfast Forum features two experts in the subtleties of family business and financial and philanthropic relationships. The keynote by Dr. Stephen R. Treat will address tips and techniques for advisors as they work with families, addressing factors and sensitivities that are specific to those dynamics. Lauren H. Klein will then lead a thought-provoking and interactive discussion on how advisors can have creative conversations about philanthropy with their clients. Finally, Dr. Treat will lead a discussion on business succession.

Tuesday, May 15, 2012
8:00 – 10:00 a.m.
Remarks will begin promptly at 8:15 a.m.

THE ASSOCIATED | 101 West Mount Royal Avenue, Baltimore

$15 for advance registration
$20 for registration at the door

Validated parking available adjacent to THE ASSOCIATED in the Cathedral Street Garage.

REGISTER NOW >>

Breakfast provided. Dietary laws observed.
For more information, please contact Carol Hardiek at 410-369-9288 or chardiek@associated.org.


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SPEAKER BIOS:

Dr. Stephen R. Treat is a Senior Therapist and former Director and CEO of Council for Relationships, the nation’s oldest and largest counseling agency. Dr. Treat works with individuals, couples, families and businesses to foster an understanding of how those systems work and how they can improve. Additionally, he speaks and consults with universities, schools, religious organizations and non-profits. He can be seen regularly on local television programs such as NBC10’s 10! Show, CBS3’s Talk Philly and local news programs. He has appeared on national television shows, such as the Today Show. He’s been featured on numerous radio programs, and is often quoted for newspaper and magazine articles. Dr. Treat has co-authored two books.

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Lauren H. Klein is the Director of Family Philanthropy at THE ASSOCIATED’s Center for Funds & Foundations (CFF). She provides professional support and management to supporting foundation and philanthropic fund donors, with a particular focus on next generation funders. In addition, she oversee all aspects of CFF programming and publications. Her prior positions include endowment and major gifts fundraising with THE ASSOCIATED and other non-profit organizations.
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PGRT Steering Committee
Charles S. Winner
Chair

Gary R. Anderson
David Berman
Joel Fink
Elizabeth A. Green
Stephen L. Hecht
Larry S. Kamanitz
Craig Lestner
Michael I. Levine
Ricka Neuman
Larry Rosenthal
Sheldon S. Satisky
Jill A. Snyder

ASSOCIATED Leadership
Michael I. Friedman, J.D.
Senior Vice President, Planned Giving & Endowment

Bruce Sholk
Chair of the Board

Marc B. Terrill
President

 
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Designate 108

If your place of employment has a United Way Campaign, please consider designating THE ASSOCIATED: Jewish Community Federation of Baltimore. Designee #108

For more information or to get involved, please call or email Tal Bloom, 410-369-9261 or tbloom@associated.org.